The CliqVault Podcast
Each episode unpacks one decision a small or mid-sized business leader is facing right now — with frameworks, examples, and zero hype.
Episodes / Season 01
Launching 2026
Learn how to overcome financial illiteracy and build a financially self-sufficient community. Uzair shares his unique approach to financial decision-making and the habits that compound over time.
Understanding the true value of your business is crucial when considering an exit. Eric breaks down valuation, how to choose the right business to invest in, and the common mistakes owners make preparing to sell.
Many owners struggle to connect day-to-day success with what actually makes a business valuable. Ron explains how to assess your company accurately and set realistic expectations long before a sale.
Charles Hamilton, seasoned entrepreneur and CEO, shares his journey in commercial real estate and how leveraging technology and the right team makes the difference in securing funding and closing deals.
Rob Powell, founder of Cardinal Capitals, shares how entrepreneurs can navigate the complex world of business financing and access the capital they need to grow with confidence.
Kiley Romero helps athletes understand their career paths and contract negotiations. She unpacks why knowledge and preparation are the foundation of every smart decision athletes make.
Stuart Flink, founder of the Nextview Global Water Fund, joins Janvi to discuss the alarming reality of water shortages, the role of plastics in the crisis, and the path toward sustainable solutions.
Loïc emphasizes that creating a compelling financial narrative begins with an in-depth understanding of the business's financials. This involves assessing the current situation, analyzing financial statements, and crafting a lender package that succinctly tells the business's story.
In the fast-paced world of startups, clarity and strategic insight are paramount. Nina Sodhi, founder of Nikina and a fractional CFO, shares her journey and insights on navigating the complexities of finance and strategy in the startup ecosystem.
Understanding accounting and financial management is crucial for small businesses, yet many entrepreneurs find themselves overwhelmed by the complexities involved. Chad Foles, owner of AVT Financial Consultants, shares his professional journey, insights on the accounting industry, and valuable advice for entrepreneurs navigating their growth.
Nancy emphasizes that many patients do not receive the care they need due to financial constraints. With rising costs and decreasing insurance reimbursements, healthcare is increasingly difficult to navigate. At FinVerified, Nancy aims to provide transparency around patient payments, ensuring individuals understand their obligations at the point of care.
We feature SMB leaders navigating real AI decisions. If that's you, we'd love to talk.
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